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Stephen Mccarthy Goddard

THE London Co. OF Virginia

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About Stephen Mccarthy Goddard

Stephen Goddard is a financial advisor at The London Co. of Virginia, a firm that offers investment advisory services to a variety of clients, including individuals, businesses, corporations, charitable organizations, insurance companies, investment companies, and pension and profit-sharing plans. Stephen has been a registered investment advisor for over 30 years and has a strong background in the financial services industry. He is a Certified Financial Analyst (CFA) and has a Series 6, 7 and 65 licenses.

Firm Information

Stephen Goddard is currently registered with THE London Co. OF Virginia. THE London Co. OF Virginia is an investment advisor headquartered in RICHMOND, VA. The firm primarily provides portfolio management services for individuals, businesses, and investment companies. They have over $15.6 billion in regulatory assets under management and serve a variety of client types, including high net worth individuals, corporations, insurance companies, and investment companies. Their website addresses are HTTPS://WWW.LINKEDIN.COM/COMPANY/THE-LONDON-COMPANY/, HTTPS://TWITTER.COM/LONDON_COMPANY, and HTTP://TLCADVISORY.COM/.
THE London Co. OF Virginia

1800 BAYBERRY COURT, SUITE 301

RICHMOND, VA 23226

$15.62B

Assets Under Management

29

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Stephen Goddard’s Registration & Firm History

VA

06/10/1994 - Present

THE London Co. OF Virginia (RICHMOND VA)

VA

10/06/2002 - 01/20/2006

FIRST DOMINION CAPITAL CORP. (RICHMOND VA)

NA

09/26/1986 - 08/15/1988

SCOTT & STRINGFELLOW, INC.

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Licenses & Designations

BC

Issued 08/08/2002

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/30/1990

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/03/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Mccarthy Goddard.
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